Client Operations Specialist

Australian Unity; City of Melbourne; On-site; AUD 70,000 - 100,000; Full time

Benefits offered by this job

Competitive salary + bonus

Well-Being & Community leave

Parental leave (14+ weeks)

Employee Referral Program

Employee Assistance Program

Discounts across Australian Unity

LinkedIn Learning access

Job summary

Australian Unity is seeking a Client Operations Specialist to join the Wealth & Capital Markets team in Melbourne. You will deliver high-quality operational support to investors and advisers, coordinate onboarding, and manage client data across systems with a service‑driven mindset.

You will collaborate with Product, Distribution, Compliance and Finance while building strong client relationships. Experience in investments, funds management or related financial services is valued, along with

Qualifications

• Experience in customer service, client operations or administration within financial services.
• Strong Excel and data management capabilities.
• Excellent communication and collaboration with multiple stakeholders.

Responsibilities

• Deliver first-line service to investors and financial advisers via phone and email.
• Process investor transactions including deposits, withdrawals, transfers, switches and maintenance requests.
• Coordinate onboarding activities for new investors and support fund investments.
• Maintain accurate client and transaction data across systems with strong attention to detail.
• Support the preparation of reporting, client communications and operational documentation.
• Collaborate with internal teams including Distribution, Operations, Legal, Compliance and Finance.

Skills

Customer service

Client operations

Administration

Excel

Data management

Job description

About us

Established in 1840, we are Australia’s first wellbeing company, delivering health, wealth and care services for our members and the community.

As a social enterprise, we’re motivated by our purpose to positively impact the wellbeing of millions. We reinvest profits to deliver products and services sustainably that matter most to our members, customers and the Australian community.

For us, Real Wellbeing encompasses the whole experience of life. It’s about feeling supported in your health, connected with your community and empowered to live life on your terms.

About the Opportunity:

We are looking for a Client Operations Specialist to join Australian Unity’s Wealth & Capital Markets team, supporting a market leading real estate funds management business with approximately $4 billion in assets under management.

This role sits within the Select Income Fund team and is ideal for someone who enjoys building strong client relationships while delivering high quality operational support in a fast-paced financial services environment. You will play a key role in providing exceptional service to investors and advisers, coordinating transactions and onboarding activities, and supporting the ongoing administration of investment operations.

Working closely with teams across Product, Distribution, Operations, Marketing, Compliance and Finance, you will gain broad exposure to real estate investment products while contributing to a collaborative and customer focused culture.

What you’ll do

• Deliver exceptional service and first line support to investors and financial advisers via phone and email
• Process investor transactions including deposits, withdrawals, transfers, switches and maintenance requests accurately and efficiently
• Coordinate onboarding activities for new investors and support the investment of additional funds
• Maintain accurate client and transaction data across relevant systems with strong attention to detail
• Support the preparation of reporting, client communications and operational documentation
• Build strong working relationships across internal teams including Distribution, Operations, Legal, Compliance and Finance

About You:

You will bring previous experience in customer service, client operations or administration within financial services, along with a strong commitment to delivering outstanding customer outcomes. You are highly organised, detail oriented and capable of managing multiple priorities while maintaining accuracy and professionalism.

You will have excellent communication skills and enjoy working collaboratively with a broad range of stakeholders. Experience within investments, wealth management, funds management or mortgage products will be highly regarded, along with strong Excel and data management capabilities. Most importantly, you will bring a proactive mindset, a strong work ethic and a genuine passion for providing exceptional service.

Why Join Us?

You will enjoy a range of great employee benefits and rewards including:

• Competitive salary + bonus program
• Enjoy additional yearly Well-Being and Community leave days
• 14-week paid parental leave, with equal benefit for both parents
• Employee Referral Program
• Employee Assistance Program – support and assistance for you and your partner at those times in life when you need it most
• Maxxia Rewards - a great range of discounts and benefits at selected retail outlets, department stores, attractions, travel, cinemas, restaurants.
• Discounts across the Australian Unity business including Private Health Insurance, General Insurance + more!
• Available access to LinkedIn Learning courses through our great Learning platform

For further benefits visit:https://www.australianunity.com.au/careers/culture

Australian Unity is an Equal Opportunity employer and we encourage applications from all members of the community, including people of Aboriginal and Torres strait Islander descent, culturally and linguistically diverse backgrounds and, mature aged people.